helping you navigate today's financial challenges
Jonathan Souza - Associate
Jonathan Souza entered the financial industry in January 2012 with Chase Bank as a banker, became a Notary Public, and started helping all types of clients with their personal financial needs. He became licensed with JP Morgan Securities in 2013.
Since being recruited to Capstone Financial Group in 2013, he has worked to help clients develop a bright future through the use of various insurance and investment strategies. Jonathan's main focus is working with local, family-owned businesses and those in the education community. He is the life and disability income insurance specialist at Capstone – Gold Country. He also implements individual and group retirement plans for people all over the greater Sacramento area.
Jonathan met his wife Krystal in Grass Valley, while on staff as a pastor at a local church. They have lived in Grass Valley since 2008, and are proud parents of Noelle, Micah, and Joshua!
I entered the financial industry after working with people on a daily basis who I realized could benefit from more careful attention to their finances, myself included. Good financial stewardship doesn't happen on accident!
Jonathan graduated in 2006 from Vanguard University in Orange County. He worked in the family business in the construction trades for several years, during many of which he ran part of the business.
As a business owner, I keep my focus on the issues that local businesses deal with every day and work to make sure businesses are around to help families for generations! My background brings a unique perspective to the people I serve – and being a business owner, I work for my clients, not a company; so their needs are always before my own.
Office (530) 878-9405 | Cell (530) 320-7177 | Fax (888) 576-9405
2365 Iron Point Road, Suite 180 | Folsom, CA 95630
CA License # 0I20986